Stacia Lupinacci
Stacia (pronounced STAY-sha) is driven by a passion for helping people achieve their life goals, understanding that in financial management, strong client relationships are built on personal connections. She believes in fostering genuine relationships by engaging with clients and prospects on a personal level, learning about their lives and aspirations.
Her journey with Green Ridge Wealth Planning (GRWP) began in 2019, drawn by Bobby’s vision and the firm’s commitment to fiduciary responsibility. As Green Ridge’s 2nd employee, Stacia has been instrumental to the firm’s growth. She takes pride in the collaborative and supportive team environment that has evolved, highlighting the genuine care and dedication among her colleagues.
Her approach to building long-term client relationships centers on honesty, consistency, and genuine care. She prioritizes active listening and understanding client concerns, believing that client-centric solutions are paramount. She emphasizes the importance of learning about clients on a personal level, from their families and hobbies to their hopes and dreams.
Stacia’s Role as Director of Client Relations and Business Development
- Develop, and nurture strategic partnerships with centers of influence.
- Collaborates with internal teams to align partnership strategies with firm growth objectives, ensuring a seamless client experience and consistent messaging across channels.
- Outreach initiatives and joint events with key partners to enhance brand visibility, foster trust, and generate new business opportunities within target markets.
Education / Certifications:
- Montclair State University: B.S. Business Administration, minor in Marketing
- University of Maryland
- Instituto Lorenzo de Medici in Florence, Italy
Stacia lives in Cedar Grove with her husband Andrew, son Andrew, and daughter Samantha. She is a sports enthusiast and is deeply involved in her local community, particularly in Cedar Grove, where she actively participates in youth sports programs for her children. She has also served as Vice President of the Cedar Grove Chamber and a member of the Downtown Advisory Board, and volunteers with West Bergen Mental Healthcare, nourish.NJ, and Homeless Solutions.